Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.85KNew |
$339K - $377K
|
3.85K
$374K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.48KNew |
$306K - $341K
|
3.48K
$338K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
3.48KNew |
$306K - $341K
|
3.48K
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
3KNew |
$264K - $294K
|
3K
$292K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.88KNew |
$254K - $283K
|
2.88K
$281K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.8KNew |
$246K - $274K
|
2.8K
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.78KNew |
$244K - $272K
|
2.78K
$270K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.68K+ 5.82% |
$236K - $263K
|
48.8K
$4.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.65KNew |
$233K - $259K
|
2.65K
$257K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.55KNew |
$225K - $250K
|
2.55K
$248K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.43KNew |
$214K - $238K
|
2.43K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.34KNew |
$206K - $229K
|
2.34K
$227K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.28KNew |
$201K - $224K
|
2.28K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.26KNew |
$199K - $221K
|
2.26K
$220K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.25KNew |
$198K - $220K
|
2.25K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.22KNew |
$195K - $218K
|
2.22K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.2K+ 2.86% |
$193K - $215K
|
78.9K
$7.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.95K+ 3.7% |
$172K - $191K
|
54.6K
$5.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.87K+ 883.49% |
$165K - $184K
|
2.09K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.85K+ 86.13% |
$162K - $181K
|
3.99K
$388K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.8K+ 63.09% |
$158K - $176K
|
4.65K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.63KNew |
$144K - $160K
|
1.63K
$159K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1428.57% |
$132K - $147K
|
1.61K
$156K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 127.71% |
$118K - $132K
|
2.39K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.26K+ 24.32% |
$111K - $123K
|
6.43K
$625K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.2K+ 42.34% |
$105K - $117K
|
4.02K
$391K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.08K+ 1.95% |
$95.2K - $106K
|
56.5K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.02K+ 20.17% |
$89.9K - $100K
|
6.08K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 33.77% |
$88.4K - $98.5K
|
3.98K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 22.35% |
$88K - $98.1K
|
5.48K
$533K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
778+ 2.35% |
$68.5K - $76.3K
|
33.9K
$3.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
740+ 1.58% |
$65.1K - $72.6K
|
47.6K
$4.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
711+ 7.81% |
$62.6K - $69.7K
|
9.81K
$954K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
701+ 14.87% |
$61.7K - $68.8K
|
5.41K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
691+ 1.8% |
$60.8K - $67.8K
|
39K
$3.79M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
685New |
$60.3K - $67.2K
|
685
$66.6K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
620+ 3.93% |
$54.6K - $60.8K
|
16.4K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
566+ 26.26% |
$49.8K - $55.5K
|
2.72K
$265K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
540+ 137.4% |
$47.5K - $53K
|
933
$90.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
521+ 7.0% |
$45.9K - $51.1K
|
7.96K
$774K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
PUT |
500New |
$44K - $49K
|
500
$48.6K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
436+ 1.59% |
$38.4K - $42.8K
|
27.9K
$2.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
425+ 7.46% |
$37.4K - $41.7K
|
6.12K
$595K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
402+ 7.08% |
$35.4K - $39.4K
|
6.08K
$592K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
382+ 161.18% |
$33.6K - $37.5K
|
619
$60.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
372+ 22.12% |
$32.8K - $36.5K
|
2.05K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
335+ 2.85% |
$29.5K - $32.9K
|
12.1K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
256New |
$22.5K - $25.1K
|
256
$24.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
250+ 5.82% |
$22K - $24.5K
|
4.54K
$442K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
220New |
$19.4K - $21.6K
|
220
$21.4K
|